Life Insurance Specialist

10 hours ago

Surat, Gujarat, India beBeeInsurance Full time

We are seeking a proactive and results-driven professional for a Bancassurance role. The ideal candidate will be responsible for cross-selling life insurance products to bank customers, managing relationships, and driving business growth through strategic customer engagement.

Key Responsibilities
  • Sales: Actively cross-sell life insurance products to bank customers.
  • Lead Management: Utilize leads generated from the assigned bank to make appointments and explore customers' financial needs.
  • Customer Acquisition: Acquire new customers by effectively utilizing the bank's database, foot traffic, and generated prospects.
  • Relationship Management: Develop and maintain strong relationships with bank customers for business development.
  • Process & Compliance: Accurately complete sales documentation and facilitate the completion of medical reports to ensure the prompt issuance of policy documents.
  • Training & Coaching: Support and coach other Relationship Managers and the bank's sales team on product knowledge and selling skills.
Required Skills and Qualifications
  • Experience: A minimum of 1 year of sales experience is required, preferably in the insurance or BFSI sector. Candidates from other sales verticals like banking, pharma, retail, and telecom are also encouraged to apply.
  • Education: A graduate degree is a must.
  • Skills: Strong relationship management and sales skills, with a track record of good performance and employment stability.
Benefits
  • CTC: Up to 4.5 lakhs, plus conveyance and incentives.

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